Lukasz Klenner

Today's Summary Squawk! Trump has declared the Iran ceasefire 'over' at the NATO summit in Ankara,

Today's Summary Squawk! The Hormuz situation just got materially worse overnight and the ASX will feel it. Three

Today's Summary Squawk! China's long-range missile test in the South Pacific is the most strategically

Today's Summary Squawk! The dominant thread today is Iran — Khamenei's funeral is a six-day political

Today's Summary Squawk! Three stories dominate today and they're connected. The US jobs report came in

Today's Summary Squawk! Two stories dominate today and they connect directly. Anthropic has launched Claude Science — a domain-

Today's Summary Squawk! Today is the first day of the new financial year and Australian businesses are already

Today's Summary Squawk! The dominant signal today is the collision between AI infrastructure exuberance and financial reality. Alphabet

Today's Summary Squawk! The AI investment narrative is cracking at both ends. The BIS is now warning publicly

Today's Summary Squawk! Three threads dominate the picture today. Anthropic has accused Alibaba of the largest model distillation

Today's Summary Squawk! The two biggest stories today sit at the intersection of AI capability and national security,

Today's Summary Squawk! The big domestic story today is the CGT legislation clearing the Senate after the Greens

Today's Summary Squawk! Three threads dominate today. First, the CGT legislation is now in parliament and moving fast

Today's Summary Squawk! Two stories define Monday's picture for Australian technology strategy. CBA has appointed a

Today's Summary Squawk! The US-Iran deal is moving but not closed. Iran's supreme leader authorised

Today's Summary Squawk! The most important development today is structural, not episodic: G7 leaders formalised a 'trusted

Today's Summary Squawk! Three things from overnight matter for anyone advising Australian organisations on technology strategy. First, the

Today's Summary Squawk! Three structural shifts landed on Australian businesses today. The RBA holds rates at 4.35%